Charisse Mackenzie-Saturn Wealth LLC - PowerPoint PPT Presentation

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Charisse Mackenzie-Saturn Wealth LLC


. Besides being a financial advisor Charisse Mackenzie would also like to do volunteering in several organization. She is also appointed as a member of SOFA Community which is used to create financial awareness among people. – PowerPoint PPT presentation

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Title: Charisse Mackenzie-Saturn Wealth LLC

Charisse Mackenzie
  • An experienced Financial Expert

About Charisse Mackenzie
  • Charisse Mackenzie is an expert financial advisor
    and founder of Saturn Wealth have a great
    knowledge in dealing with a number of financial
    issues. She has several years of experience in
    this field. She prides herself on helping clients
    enjoy retirement with carriage and elegance. As
    the president of Saturn Wealth LLC, Charisse
    provides a collection of financial services that
    make the straightforward comprehensive planning
    of various cases. She believes in offering great
    solutions to her clients and assisting them in
    various hard situations and making them prepare
    for the future with the help of her team effort.

Skills expertise
Financial advisor
User experience
Needs and Requirements
Financial Goals
Charisse Mackenzie understand the needs and
requirements of clients. She have the ability to
get some basic information from the clients that
will help her in doing proper investments for
achieving their financial goals.
Saturn Wealth LLC
  • Saturn Wealth LLC is an independent financial
    services firm, we arent beholden to one company
    or one specific set of products. Rather, we work
    to align our clients strategically with solutions
    tailored to their specific goals and objectives.
    We believe in listening first, offering financial
    education second and making recommendations only
    after you feel confident about moving forward.

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  • Charisse Mackenzie also suggested to give your
    client a top priority as it is important for them
    to hear from you on regularly basis. Having a
    process of sending them mails regularly is one of
    the efficient way for keeping your client


She is also appointed as a member of SOFA
Community which is used to create financial
awareness among people. This is basically a
non-profit organization that help in increasing
the financial literacy across the country.
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  • 1166 E. Warner Rd. 213
  • Gilbert, AZ 85296
  • Phone 480.339.7103
  • Email
  • Website
  • http//
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